Connect Service to Service Quotation
Explanation
This activity is used to connect already planned or
ongoing maintenance events, maintenance orders and work orders to
an existing service quotation.
Prerequisites
- The service quotation must be in the Under Preparation status.
- The maintenance order that is to be connected to the service quotation
must be in the Initial Scope Definition, Under Preparation,
Released or Started status and not connected to a service
quotation. The distribution type of the order should not be Simplified
Work Order.
- The maintenance event that is to be connected to the service quotation
must have been added to a valid maintenance order.
- The work order that is to be connected to the service quotation must be
in the FaultReport, WorkRequest, Observed,
UnderPreparation, Prepared, Released, and Started status and not connected to a service quotation.
System Effects
As a result of this activity, a maintenance orders, maintenance events and work
orders are connected to a service quotation.
Window
Service
Quotation
Related Window Descriptions
Service Quotation
Connect Service to Service
Quotation
Procedure
- Open the Service Quotation window and query for the service quotation.
- Right click and click Connect Service to Service Quotation.
- If you want to connect an entire maintenance order, in the
Maintenance Order tab, select the Connect Service? check box corresponding to the
particular
maintenance orders.
- If you want to connect individual maintenance events, click the Maintenance
Event tab and select the Connect
Service? check box corresponding to the particular maintenance events.
- If you want to connect work orders, click the Work Order
tab and select the Connect
Service? check box corresponding to the particular work orders. All work
tasks connected to the selected work order and for the same customer will be
connected to the quotation.
- Click OK.